Phoenix - Your AI AssistantConduct a Hubspot Audit
Delivery in
5 days
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What you get with this Offer
I will conduct a comprehensive audit of your HubSpot portal to identify opportunities for improvement across CRM structure, automation, data quality, reporting and governance. The audit includes a review of properties, workflows, lifecycle stages, lead management processes, dashboards and overall portal organisation. I will identify duplicate or unused assets, automation issues, reporting gaps and data quality concerns. You will receive a detailed report outlining key findings, critical issues, quick wins and prioritised recommendations to improve efficiency, scalability and performance. Ideal for businesses looking to optimise an existing HubSpot portal or prepare for future growth and expansion.
What the Freelancer needs to start the work
To get started, please provide:
• HubSpot user access
• A brief overview of your business and how you use HubSpot
• Which HubSpot Hubs you currently use (Marketing, Sales, Service and/or Operations)
• Any specific concerns or challenges you would like me to investigate
• Details of any key reports, dashboards or workflows that are important to your business
• Any business goals you would like HubSpot to better support
Once access has been provided, I will begin the audit and deliver a detailed report with findings and recommendations.